Academy Associates Wealth Management Ltd

Independent Financial Adviser  Academy Associates Wealth Management Ltd, Bristol, Bristol, BS9 4AD
First meeting at adviser's own cost
Independent Financial Advisers providing advice on Investments, Pensions and specialising in helping clients choose the right income vehicle at retirement..
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Thomas Jones Dippfs Cert Cii (Mp) DipPFS, Cert CII (MP)
Principal

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

Academy Associates Wealth Management Limited provide friendly and professional advice in the areas of Pensions, Drawdown, Annuities, Investment, and Life and Health Insurance and have been established over 20 years. We are happy to visit you at your office or in the comfort of your own home, and our first consultation for new clients is free of charge.

Our services

Specialising in helping clients as they enter retirement we are perfectly placed to guide people through the new myriad of options and choices that are now available in terms of securing their retirement income. We also have over 20 years experience providing professional, friendly and bespoke advice in the areas of Investments and Pensions, and we haven’t yet found two clients with the same circumstances. Therefore, unlike many advisers, we avoid the use of "off the shelf" solutions, preferring our recommendations to be a perfect fit for your requirements whilst utilising the most current technology to deliver excellent service.

Where to find us

Academy Associates Wealth Management Ltd, 1 Eastfield Road, Westbury-On-Trym, City of Bristol, Bristol, BS9 4AD

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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